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Wealth Management Associate
JR United Kingdom
Esher
Hybrid
GBP 25,000 - 35,000
Full time
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Job summary
An established industry player is looking for a motivated Technical Assistant / Junior Paraplanner to join their wealth advisory team. This hybrid role offers the chance to support advisers with client management tasks and technical reporting while providing valuable research on financial products and investment strategies. With a focus on career progression, this position is perfect for those looking to advance into an Advisory role. If you have a passion for finance and are eager to learn in a supportive environment, this opportunity is tailored for you.
Qualifications
- Previous experience in administration and paraplanning required.
- Some CII exam results or Level 4 Financial Planning qualification preferred.
Responsibilities
- Provide paraplanning and administrative support to the wealth advisory team.
- Prepare recommendation reports for client meetings.
- Ensure accurate execution of high-worth investment transactions.
Skills
Education
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Job description
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Location: Esher, Surrey (Hybrid working: 4 days in the office)
We are seeking a dedicated Technical Assistant / Junior Paraplanner to support our team of wealth advisers. This role offers potential career progression into an Advisory position within the firm.
- Provide paraplanning and administrative support to the wealth advisory team.
- Research financial products, planning solutions, and investment strategies.
- Prepare recommendation reports for client meetings.
- Deliver technical support at a high level.
- Assist advisers with client management tasks.
- Provide technical reports and information to advisers and clients.
- Ensure accurate execution of high-worth investment transactions.
- Previous experience in administration and paraplanning required.
- Some CII exam results or Level 4 Financial Planning qualification preferred.
- Familiarity with research systems such as Cashcalc, Salesforce, FE Analytics, etc.
- Experience in the Pension Switch market.
- Experience with IHT or Investment product administration.
- Excellent IT skills, proficient in Microsoft Office.
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